IFWM
KMP

Institute for Wealth Management’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Institute for Wealth Management’s Portfolio KMP Stock Details KMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-500
Closed -$43K – 138
2013
Q2 		$43K Buy
+500
New +$43.5K 0.03% 57

Other funds holding KMP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
SF
Sarofim Fayez Houston, Texas $20.5B AUM
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Institute for Wealth Management's KMP Position: Q3 2013 in Review

Institute for Wealth Management sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q3 2013, closing a stake of 500 shares — an estimated $43K sold.

Institute for Wealth Management first reported a position in KMP in Q2 2013 and held it in 1 quarter. The position peaked at $43K in Q2 2013. 642 funds tracked by Wall St. Rank hold KMP as of Q3 2013.

  • Institute for Wealth Management reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q3 2013 after selling out during the quarter.
  • Institute for Wealth Management sold 500 KINDER MORGAN ENER PNTRS L.P. shares in Q3 2013, an estimated $43K.
  • Institute for Wealth Management first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 1 quarter.
  • Institute for Wealth Management's KINDER MORGAN ENER PNTRS L.P. position peaked at $43K in Q2 2013.
  • 642 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q3 2013.

Based on Institute for Wealth Management's 13F filing for Q3 2013, filed 4 Nov 2013.